Events
Events

First Financial Group’s flagship webinar series offers engaging, interactive discussions on
financial topics that matter most to individuals, families, and business owners.
Topics range from market updates and business planning to estate planning and wider wellness topics, because we believe true wealth goes beyond finances.
Upcoming Webinar
2026 Year-End Tax Update
What tax planning priorities should be on your radar before year-end? Join us on November 17 at 1 PM EST for an engaging discussion on tax-efficient wealth strategies, business owner planning, potential changes, and key considerations that may impact taxpayers.
As part of the registration process, attendees are encouraged to submit questions they would like addressed during the webinar.
Featuring insights from Jeremy Bottlinger, CPA, CCIFP. Hosted by Christopher Foder, CExP.
Past Webinars
Virtually Financial: 2026 Market Update with Daken Vanderburg, CFA
September 22, 2026
Daken provides his latest insights on the current economic, market, and political landscape, offering perspective on the factors shaping investor sentiment and financial markets in 2026. He also discusses key trends and developments that may impact investment portfolios and shares considerations for navigating market uncertainty while staying focused on long-term goals.
Mortgage Options Explained: Navigating Real Estate
April 29, 2026
Navigating today’s housing market takes more than just timing—it takes strategy. In our April 29th webinar, presented in partnership with Penn Street Mortgage, we explored what’s happening in today’s mortgage and housing landscape. During the session, we covered current interest rate trends, smart buyer strategies, and key planning considerations tailored to first‑time homebuyers, move‑up buyers, second‑home purchasers, and real estate investors. The discussion provided practical insights to help attendees make informed decisions in an evolving market.
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2026 Market Update with Bull Harbor Capital
February 18, 2026
Earlier this year, we hosted an exclusive 2026 Market Update featuring Ken Brodkowitz, Chief Investment Officer of Bull Harbor Capital. During the session, Ken shared his perspective on the evolving 2026 market landscape, offered insights into global financial markets, and outlined Bull Harbor Capital’s current investment outlook. The streamlined presentation was designed to help investors begin the year with greater clarity and confidence, reinforcing Bull Harbor’s commitment to objective, high‑touch guidance in an increasingly complex market environment.
Exit Planning- Start To Finish
October 21, 2025
Christopher Foder, CEXP®, Chief Sales and Development Officer at First Financial Group, guided business owners through the exit planning process. The session covered incentive planning (cash vs. equity), value drivers, selling to insiders, and practical steps to create a written Exit Plan aligned with owner objectives. With business exits being inevitable, attendees gained clarity and actionable direction for planning ahead.
State of the Market with Daken Vanderburg
June 10, 2025
Daken Vanderburg, CFA®, Chief Investment Officer at MassMutual, provides a market and political update, laying out some considerations for investment portfolios to help investors weather uncertain times.
2025 Business Value Drivers
April 1, 2025
An engaging Q&A session discussing value drivers for business owners, including group benefits and qualified retirement plans.
2025 Global Investment Outlook
February 4, 2025
An engaging Q&A session with Christopher Foder, CEXP®, Chief Sales and Development Officer at First Financial Group and Ryan J. Lehman, CFA, CAIA, Director of Investments at Integrated Capital Management, sharing their insights on the year’s most promising market trends, challenges, and opportunities.
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